Text: Connected Fish
Have you ever wondered why there is such a big difference in their itinerary, posture and even harvest when the bigwigs of the global tech giants set foot on Chinese soil?
Take Musk and Cook, for example.
The two are also at the helm of multinational companies, but their performance during their visit to China is simply two completely different states.
Although Cook also emphasized the importance of the Chinese market, his expression was relatively official and cautious, and the phrase "I love China" sounded warm, but it always felt like a polite phrase that had to be squeezed out for the market.
On the other hand, Musk is praised for the wisdom and diligence of the Chinese, and does not hide his love and respect for Chinese culture.
This kind of direct and positive evaluation has naturally shortened the distance with the Chinese market and naturally won more goodwill.
Just like when we interact with friends, who wouldn't want to be closer to someone who admires you from the bottom of their hearts?
Digging deeper, the attitudes of the two in dealing with the international situation are also very different.
The U.S. imperialists engage in market restrictions, and Cook always seems to be cautious, for fear of offending which party, while Musk has a posture of "I don't care what you think".
If you should oppose it, you will oppose it, and if you should support it, you will support it.
Especially in the attitude towards China's new energy vehicle industry, Cook chose to remain silent, but Musk dared to stand up and say loudly: "China is an important part of the electric era!"
This courage and foresight have made Tesla's roots in the Chinese market even stronger.
Next, in terms of supply chain layout, Musk and Cook's decision-making also reflects different strategic visions.
In the context of Sino-US trade frictions, Musk is still betting correctly on the Chinese market and expanding the capacity of the gigafactory in Shanghai, which is not only close to consumers, but also reduces costs.
Especially for the bet on the future situation, Musk's concept of "the future has come" and the promotion of Tesla's electric vehicles coincide with China's national strategy to promote green energy and new energy vehicles.
As a result, Tesla has received a lot of help from the policy.
Apple, on the other hand, is also promoting environmental protection and sustainable development, but its actions in emerging areas such as electric vehicles are not as radical as Musk's.
In addition, Musk seems to be less interested in the olive branch thrown by India, but continues to increase the weight of China's supply chain, as if to say: "The road I have identified must be firmly followed." ”
Musk's trust and persistence have made Tesla's layout in China more and more stable.
And Cook, although Apple has a hand in supply chain management, there have been signs in recent years that Apple is trying to diversify its supply chain and reduce its dependence on a single market, which to some extent reflects a subtle change in attitude towards the Chinese market.
Therefore, Cook is ostensibly catering to US-India cooperation, but behind the scenes, he is quietly adjusting and trying to reduce his dependence on China's supply chain, which is a bit of calculation and reservation.
The result?
After Apple lost the full support of the Chinese market, iPhone sales fell and the stock price also suffered, and Apple's "golden sign" seems to have faded a little.
As for Tesla, thanks to the close cooperation with the Chinese market, the fluctuations in sales volume and stock price are more like temporary adjustments, ready to soar again at any time.
Behind this is a vote of confidence in Tesla in the Chinese market, and it is also an affirmation of Musk's strategic vision.
Speaking of which, also relying on China, why is Musk so popular in China, while Cook is always almost hot?
In fact, it is: be sincere, have the courage to stand, and have a long-term layout.
The Chinese market is not a simple sales market, it values the sincerity and depth of cooperation. If Cook continues to do the same thing on the surface, it will not only be difficult to win real trust, but it may also be difficult to live up to the beautiful blueprint he has drawn for shareholders.
And Musk, his straightforwardness and foresight allow him to not only draw cakes for shareholders, but also bake the cakes himself and distribute them to everyone.
So we might as well understand it this way:
Apple is the icing on the cake for China, without it, Chinese manufacturers are still very top;
Tesla, on the other hand, may be a brilliant partner in China, and the depth and breadth of the relationship between the two determine how far each can go.
In the final analysis, Musk and Cook came to China, and Musk's high-profile pro-people, bold bets and keen insight into the future have won him more applause in the Chinese market.
And Cook's steadiness, conservatism and compliance first, although there is a reason, may sometimes seem less "down-to-earth".
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